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UiPath
PATH

328 hedge funds and large institutions have $12.2B invested in UiPath in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 135 increasing their positions, 54 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 54

95% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 61

21% more funds holding

Funds holding: 271 → 328 (+57)

2.8% more ownership

Funds ownership: 60.8% → 63.6% (+2.8%)

12% less capital invested

Capital invested by funds: $13.8B → $12.2B (-$1.64B)

15% less call options, than puts

Call options by funds: $98.1M | Put options by funds: $116M

23% less funds holding in top 10

Funds holding in top 10: 22 → 17 (-5)

Holders
328
Holders Change
+57
Holders Change %
+21.03%
% of All Funds
5.05%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.26%
New
119
Increased
135
Reduced
54
Closed
61
Calls
$98.1M
Puts
$116M
Net Calls
-$17.5M
Net Calls Change
+$23.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$585M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$173M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
4
AIM
ARK Investment Management
Florida
+$146M
5
Goldman Sachs
Goldman Sachs
New York
+$133M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$596M
2
AI
Alphabet Inc
California
-$173M
3
AGFIA
Accel Growth Fund IV Associates
California
-$165M
4
N
Nuveen
North Carolina
-$124M
5
Tiger Global Management
Tiger Global Management
New York
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
176
D.A. Davidson & Co
Montana
$605K +$691K +14,010 New
GC
177
Guggenheim Capital
Illinois
$575K +$658K +13,341 New
DAS
178
Dynamic Advisor Solutions
Arizona
$556K +$160K +3,238 +34%
Bessemer Group
179
Bessemer Group
New Jersey
$554K -$358K -7,251 -36%
KPWS
180
Kestra Private Wealth Services
Texas
$554K +$633K +12,840 New
HFS
181
Hantz Financial Services
Michigan
$548K +$180K +3,648 +40%
Verition Fund Management
182
Verition Fund Management
Connecticut
$487K -$2.75M -55,799 -83%
Victory Capital Management
183
Victory Capital Management
Texas
$487K +$1.68K +34 +0.3%
TCM
184
Triumph Capital Management
Colorado
$483K -$35.5K -720 -6%
ACS
185
Archford Capital Strategies
Illinois
$478K +$98.5K +1,997 +22%
CTC
186
Central Trust Company
Missouri
$466K +$520K +10,549 +4,271%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$461K -$607K -12,303 -54%
Mackenzie Financial
188
Mackenzie Financial
Ontario, Canada
$457K +$3.21K +65 +0.6%
FA
189
FDx Advisors
Illinois
$448K +$131K +2,653 +34%
FAIM
190
Financial Advocates Investment Management
Washington
$441K +$509K +10,311 New
AAM
191
Azzad Asset Management
Virginia
$411K +$470K +9,528 New
Truist Financial
192
Truist Financial
North Carolina
$407K +$123K +2,494 +36%
VCM
193
Virtue Capital Management
Tennessee
$406K +$163K +3,314 +54%
Comerica Bank
194
Comerica Bank
Texas
$383K +$156K +3,166 +41%
ZB
195
Zions Bancorporation
Utah
$378K +$201K +4,084 +87%
CS
196
Comerica Securities
Michigan
$377K +$175K +3,542 +68%
SSA
197
Schonfeld Strategic Advisors
New York
$377K +$431K +8,733 New
PAG
198
Private Advisor Group
New Jersey
$372K +$425K +8,626 New
VAS
199
Vestmark Advisory Solutions
Massachusetts
$371K +$199K +4,035 +88%
VAM
200
Vienna Asset Management
California
$363K +$415K +8,422 New
6 7
8
9 10

PATH Hedge Fund Activity: Q4 2021 in Review

328 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q4 2021, worth a combined $12.2B — down 12% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new PATH positions and 61 closed out — a net gain of 58 holders — while 135 added to existing stakes and 54 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $585M. The largest seller was Coatue Management, exiting entirely with an estimated $596M sold.

  • 328 institutional investors held UiPath (PATH) as of Q4 2021, up from 271 in Q3 2021.
  • Funds reported $12.2B of UiPath stock for Q4 2021, down 12% quarter-over-quarter.
  • 119 funds opened new UiPath positions in Q4 2021 and 61 closed out, a net change of +58 holders.
  • The largest UiPath buyer in Q4 2021 was Wellington Management Group, an estimated $585M added.
  • The largest UiPath seller in Q4 2021 was Coatue Management, an estimated $596M sold.

Based on aggregated 13F filings for Q4 2021.